Outlook 2022 | Ravi Dharamshi, CIO, ValueQuest Investment Advisors
Speaking to ET NOW, Ravi Dharamshi, CIO, ValueQuest Investment Advisors says he is reducing weightage on speciality chemicals after a recent run-up. He is bullish on cyclical recovery plays like autos, realty. Pharma valuations have become reasonable over the last 5-7 years; offer a good risk-reward ratio. Pharma retail is a good business model. He is also betting on large private banks and housing finance companies. Real estate recovery is driven by volumes and not pricing, he adds. Ethanol removes sugar cyclicality; huge opportunity in the space. Decarbonisation is a multi-year long theme, he concludes. Watch the full interview here.
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